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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

BLUE JEAN FINANCIAL LLC

CRD 331138

ALBANY, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0a7cf31f-50bb-0df7-06c9-ecb51d143710

Data as of May 21, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 5
On other graphs: 0
Observed: Apr 19, 2024 to May 21, 2026
22 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $133MItem 5.F on the latest filing (2026-05-21); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $133M
Private client RAUM: $133MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor: $16.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 14
Advisory employees: 7
Offices: 9Schedule D 1.F, beyond the principal office
Accounts: 891
Individual clients: 356
High net worth clients: 29
Custody, client assets: $29.4M
SEC number: 801-130313
CRD: 331138
Filings on the tape: 22
First filed: Apr 19, 2024
Latest filed: May 21, 2026
Organised: Limited Liability Company, NY

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
BRYAN E MCWAYNE	n/a	Worcester, NY \| ALBANY, NY	2	14	1	no
WILLIAM EDWARD BUFKINS	n/a	Wilton, NY \| ALBANY, NY	2	14	1	no
BENJAMIN ANDERS KJENDAL	n/a	ALBANY, NY \| YAKIMA, WA	2	12	1	no
Donald Benjamin Blowers	n/a	BRADENTON, FL \| ALBANY, NY	2	15	1	no
Jordan Marcus Brandon	n/a	Harwinton, CT \| ALBANY, NY	2	12	1	no
Logan Westbury Simms	n/a	Greenwich, NY \| ALBANY, NY	2	14	1	no
Thiago DeAvila Reis	n/a	Marstons Mills, MA \| ALBANY, NY	2	18	1	no
Tracy Dickinson	n/a	JENKS, OK \| ALBANY, NY	0	12	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BLUE JEAN GROUP, LLC	MANAGING MEMBER	E	yes	04/2024	Apr 19, 2024	Dec 19, 2024
Deno, Francis, James	Member	C	yes	04/2024	Apr 19, 2024	Dec 19, 2024
Deno, Francis, James	PARTNER AND CHIEF COMPLIANCE OFFICER	Na	yes	04/2024	Apr 19, 2024	Dec 19, 2024
MCWAYNE, BRYAN, E	MANAGING MEMBER	D	yes	04/2024	Apr 19, 2024	Dec 19, 2024
MCWAYNE, BRYAN, E	Partner	Na	yes	04/2024	Apr 19, 2024	Dec 19, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
MARSTONS MILLS	Ma	United States	1	no
Warnerville	NY	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 2 of 4

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 19, 2026	$133M	$133M	14	7	9	n/a	n/a
2024	Feb 27, 2025	$94.7M	$94.7M	12	7	5	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	8	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$133M	$94.7M	40.8%	n/a	n/a	14	12	9	5

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
THRIVENT INVESTMENT MANAGEMENT INC.	4	Jul 30, 2024	Aug 6, 2024	MARSTONS MILLS, MA	Team lift out	Ibd to new firm	0.2%
THRIVENT INVESTMENT MANAGEMENT INC.	2	Jul 30, 2024	Jul 29, 2024	WARNERVILLE, NY	Team lift out	Ibd to new firm	0.1%

Relationships

Registered with (9)

← Tracy DickinsonAdvisorregistration: current employment
Jan 6, 2026 to presentfactForm ADV
← Thiago DeAvila ReisAdvisorregistration: current employment
Aug 6, 2024 to presentfactForm ADV
← BRYAN E MCWAYNEAdvisorregistration: current employment
Jul 29, 2024 to presentfactForm ADV
← WILLIAM EDWARD BUFKINSAdvisorregistration: current employment
Jul 29, 2024 to presentfactForm ADV
← BENJAMIN ANDERS KJENDALAdvisorregistration: current employment
Jul 29, 2024 to presentfactForm ADV
← Donald Benjamin BlowersAdvisorregistration: current employment
Jul 29, 2024 to presentfactForm ADV
← Jordan Marcus BrandonAdvisorregistration: current employment
Jul 29, 2024 to presentfactForm ADV
← Logan Westbury SimmsAdvisorregistration: current employment
Jul 29, 2024 to presentfactForm ADV
← Nicholas James KimmettAdvisorregistration: previous registration
Aug 6, 2024 to Oct 31, 2024factForm ADV

Controls (3)

← MCWAYNE, BRYAN, EOwnerMANAGING MEMBER, ownership code D, individual
Apr 19, 2024 to Dec 19, 2024factForm ADV
← Deno, Francis, JamesOwnerMEMBER, ownership code C, individual
Apr 19, 2024 to Dec 19, 2024factForm ADV
← BLUE JEAN GROUP, LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
Apr 19, 2024 to Dec 19, 2024factForm ADV

Moved with (1)

← THRIVENT INVESTMENT MANAGEMENT INC.Registered adviser3 advisors, team lift out
Jul 30, 2024 to Aug 6, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Oct 31, 2024
Advisor changed firm
Nicholas James Kimmett left Blue Jean Financial Llc for Natixis Advisors, Llc (registered 2025-07-03)
Form ADVobserved 6 days ago
Occurred
Jul 30, 2024
Team lift-out
3 advisors left Thrivent Investment Management Inc. (Albany, NY) for Blue Jean Financial LLC on the same day
Form ADVobserved 6 days ago
3 advisors
Occurred
Jul 30, 2024
Team lift-out
3 advisors left Thrivent Investment Management Inc. (Marstons Mills, MA) for Blue Jean Financial LLC a day apart
Form ADVobserved 6 days ago
3 advisors
Occurred
Apr 19, 2024
First Form ADV filing
Blue Jean Financial Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Show 1 bookkeeping events

Occurred
Nov 25, 2024
Blue Jean Financial Llc reported 5 offices beyond its principal office, up from 0 (2024-11-12 to 2024-11-25)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0a7cf31f-50bb-0df7-06c9-ecb51d143710
First observed: Apr 19, 2024
Last observed: May 21, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BLUE JEAN FINANCIAL LLC

CRD 331138

ALBANY, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0a7cf31f-50bb-0df7-06c9-ecb51d143710

Data as of May 21, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:34 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

BRYAN E MCWAYNE

n/a

Worcester, NY | ALBANY, NY

WILLIAM EDWARD BUFKINS

n/a

Wilton, NY | ALBANY, NY

BENJAMIN ANDERS KJENDAL

n/a

ALBANY, NY | YAKIMA, WA

Donald Benjamin Blowers

n/a

BRADENTON, FL | ALBANY, NY

Jordan Marcus Brandon

n/a

Harwinton, CT | ALBANY, NY

Logan Westbury Simms

n/a

Greenwich, NY | ALBANY, NY

Thiago DeAvila Reis

n/a

Marstons Mills, MA | ALBANY, NY

Tracy Dickinson

n/a

JENKS, OK | ALBANY, NY

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BLUE JEAN GROUP, LLC

MANAGING MEMBER

yes

04/2024

Apr 19, 2024

Dec 19, 2024

Deno, Francis, James

Member

yes

04/2024

Apr 19, 2024

Dec 19, 2024

Deno, Francis, James

PARTNER AND CHIEF COMPLIANCE OFFICER

yes

04/2024

Apr 19, 2024

Dec 19, 2024

MCWAYNE, BRYAN, E

MANAGING MEMBER

yes

04/2024

Apr 19, 2024

Dec 19, 2024

MCWAYNE, BRYAN, E

Partner

yes

04/2024

Apr 19, 2024

Dec 19, 2024

City

State

Country

Employees

Also broker-dealer

MARSTONS MILLS

United States

Warnerville

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 19, 2026

$133M

n/a

2024

Feb 27, 2025

$94.7M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$133M

$94.7M

40.8%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

THRIVENT INVESTMENT MANAGEMENT INC.

Jul 30, 2024

Aug 6, 2024

MARSTONS MILLS, MA

Team lift out

Ibd to new firm

0.2%

THRIVENT INVESTMENT MANAGEMENT INC.

Jul 30, 2024

Jul 29, 2024

WARNERVILLE, NY

Team lift out

Ibd to new firm

0.1%